摩根大通:予中電控股(0002.HK)增持評級,目標價90港元
摩根大通發表研究報告指,中電控股(0002.HK)中期營運盈利減少7%至56.98億港元,稍爲遜於該行和市場預期;而第二期中期股息持平在每股0.63港元,亦低於該行增長1%的預測。摩通給予中電增持評級,目標價90港元。
報告指出,由於內地的高煤價以及澳洲的利潤壓力,預料中電下半年盈利前景依然無驚喜,但因爲香港2050年碳中和目標將推動可再生資本支出,故中電的盈利有望提高。而中電從香港的利潤管制協議中獲得60%的收益,在最近的市場波動中,中電在防守力上具有優勢。在香港公用股中,摩通繼續看好中電及粵海投資,而建議避買估值過高的中華煤氣。

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